Formula Calculations in Reports 2.0

Hi Tracy,

Thanks for the feedback. One follow up question. Are both "Completed" and "Sent" columns in the same object?

Thanks!

I believe so, we sent our Surveys via CoPilot and are currently using Email Logs as our data source for reporting.

Thanks for confirming, Tracy! We are thinking through options to provide basic calculated metrics within report builder. Stay tuned for further updates.

Thanks! 

I think this would also make whitespace reporting easier as well. If I have billed in one column and actual in another I can rapidly find the delta without making a field to keep that value in storage for every measurement I might want to investigate. As the number of customers increase as well as the number of line items, that starts to add up my SFDC storage bill.

Matt

This would be a very helpful OOTB addition. One of our use cases would be to calculate the duration of a CTA
Created Date - Closed Date

I agree - We have several use cases where additional calculations would be beneficial - calculating duration or adding up different levels of engagement activity, etc.

We have several requests recently to have information comparing timeframes of information. One example is last 7 days compared to prior 7 days.

This would be huge for us as well! We have a data feed that has provides us with counts of successful transactions vs. count of failed transactions. This is currently provided at a user level with a Success %. However, if we want to see the success % across all users aggregated, we are forced to average the Success % in the report which is misleading. Being able to add the calculation ourselves would allow us to sum each users success transactions and failed transactions and then add a column to calculate the overall % for the company. 

This would be helpful for our use case of calculating a CSM's progress to reaching an upsell goal. For instance, we want to be able to build a report that looks at a CSM's total available renewable amount vs the amount they actually renewed to see the percentage difference (i.e. whether they hit 100% available revenue renewal or 110% each quarter, etc). 

Just to chip in here - we would benefit from this feature too. Having an MDA table with dimensions on multiple levels like region -> country -> city -> date ... we can't calculate an average on the fly depending on which level is shown in a report.

That average would be calculated on the fly from two measures grouped by one of the dimensions above for example.

Also I found another Idea post similar, if not same to this one which is in "Planned" state, but last comment there is 8 months ago.
https://community.gainsight.com/gainsight/topics/formulas-in-reports-2-0